LCM

Legato Capital Management Portfolio holdings

AUM $839M
1-Year Est. Return 42.09%
This Quarter Est. Return
1 Year Est. Return
+42.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.26M
3
+$2.09M
4
NWN icon
Northwest Natural Holdings
NWN
+$1.88M
5
TFIN icon
Triumph Financial Inc
TFIN
+$1.87M

Top Sells

1
+$5.13M
2
+$3.34M
3
+$2.62M
4
LXFR icon
Luxfer Holdings
LXFR
+$2.23M
5
CHX
ChampionX
CHX
+$2.18M

Sector Composition

1 Technology 23.84%
2 Industrials 18.51%
3 Healthcare 17.36%
4 Financials 13.03%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$965K 0.13%
5,573
-1,045
277
$961K 0.13%
7,446
+1,122
278
$954K 0.12%
163,133
279
$954K 0.12%
40,393
+19,867
280
$954K 0.12%
21,008
281
$947K 0.12%
+26,362
282
$943K 0.12%
141,877
283
$941K 0.12%
15,217
+7,431
284
$940K 0.12%
10,660
-1,986
285
$938K 0.12%
11,331
+876
286
$936K 0.12%
159,745
287
$929K 0.12%
+105,318
288
$927K 0.12%
428,979
289
$923K 0.12%
25,003
-5,020
290
$913K 0.12%
10,951
+1,637
291
$909K 0.12%
11,285
292
$897K 0.12%
116,829
293
$894K 0.12%
62,616
294
$890K 0.12%
16,995
+3,175
295
$889K 0.12%
+78,702
296
$877K 0.11%
4,108
297
$872K 0.11%
32,874
-7,170
298
$866K 0.11%
13,832
299
$865K 0.11%
+9,325
300
$864K 0.11%
+134,407
10 11
12
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